Finance Matters Limited

Sensitive Personal Data

I give explicit consent for you and [The On-Line Partnership Limited and by On-Line Partnership Group Limited] to process any sensitive* personal data relating to me to:

  • Enable the provision of professional opinions and high quality recommendations;
  • Make application(s) for a specified product or products;
  • Ensure advice is suitable and meets compliance standards set by the FCA.

The type of information covered by this consent includes:

  • Personal data concerning my health, sex life or sexual orientation;
  • Personal data relating to criminal convictions and offences;
  • Personal data revealing racial or ethnic origin.

I understand that you may pass this information on to a named product provider during the product application process. My sensitive personal data will be handled only by staff necessarily involved in these processes and at all times my sensitive personal data will be kept secure and confidential. Once my data has been passed to a named product provider they will provide me with a privacy notice in respect of the processing they will carry out as a data controller in their own right. My data will be retained in line with the FCA’s record keeping requirements.

I understand that my consent may be withdrawn at any time as outlined in the privacy notice.

Client 1

I have read the above statement and agree for my information to be handled as detailed

Client 2

I have read the above statement and agree for my information to be handled as detailed

143 Stratford Road,
Shirley, Solihull, B90 3AY

Tel: 0121 752 1530
Fax: 08450 737 221

About

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Appointment

Finance Matters Ltd. is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority
Finance Matters Ltd. is for UK residents only.


REGISTERED OFFICE: 143 Stratford Road Shirley Solihull West Midlands B90 3AY
Registered in England & Wales. Company Registration No. 5667582

© 2018 Finance Matters Limited